FOR ADVISERS ONLY

Transfers

It is possible to transfer your pension fund to another plan.

Tax-free cash protection

Protecting tax-free cash on transfer is, and always has been, one of the most popular queries we receive. More specifically, what happens if an individual who is entitled to tax-free cash of more than 25% is transferring to another plan?

In specie transfers

In specie transfers involve a transfer of assets between two pension schemes, and usually involve shares, property and/or funds.

Overseas transfers

What are the rules regarding transfers to overseas pension schemes?

Last updated: 10 May 2018

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The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London EC3V 0RL.